SPDW icon

SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

756 hedge funds and large institutions have $12.9B invested in SPDR Portfolio Developed World ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 313 increasing their positions, 263 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+20
Holders Change %
+2.72%
% of All Funds
12.06%
Holding in Top 10
102
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.77%
% of All Funds
1.63%
New
67
Increased
313
Reduced
263
Closed
38
Calls
$16K
Puts
$61K
Net Calls
-$45K
Net Calls Change
-$45K

Top Buyers

1
Jane Street
1
Jane Street
New York
$199M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$127M
3
AF
3
Allworth Financial
California
$831M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.75B
5
Charles Schwab
5
Charles Schwab
California
$66.5M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$237M
2
HI
2
Horizon Investments
North Carolina
$207M
3
Bank of America
3
Bank of America
North Carolina
$117M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$192M
5
EH
5
Equitable Holdings
New York
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
276
Occidental Asset Management
California
$3.2M -$3.66K -118 -0.1%
AIS
277
American Investment Services
Massachusetts
$3.14M -$24.7K -796 -0.8%
TW
278
Towerpoint Wealth
California
$3.08M -$79.5K -2,565 -3%
VWA
279
Visionary Wealth Advisors
Illinois
$2.99M -$208K -6,718 -7%
TVAMP
280
Tennessee Valley Asset Management Partners
Tennessee
$2.96M -$9.02K -291 -0.3%
HAC
281
Harbor Advisory Corp
New Hampshire
$2.91M – – –
HAS
282
HBW Advisory Services
California
$2.9M +$103K +3,335 +4%
M&T Bank
283
M&T Bank
New York
$2.83M -$134K -4,317 -5%
FPAS
284
Focus Partners Advisor Solutions
Missouri
$2.8M +$458K +14,769 +20%
VCM
285
Virtue Capital Management
Tennessee
$2.78M – – –
LPT
286
Legacy Private Trust
Wisconsin
$2.71M -$334K -10,763 -11%
TIM
287
Tortoise Investment Management
New York
$2.68M +$39.6K +1,276 +1%
VPP
288
Vertex Planning Partners
Illinois
$2.68M +$691K +22,295 +35%
GSC
289
G&S Capital
Colorado
$2.65M +$247K +7,965 +10%
SWA
290
Stratos Wealth Advisors
Ohio
$2.63M -$101K -3,249 -4%
FPIS
291
Financial Planning & Information Services
Wisconsin
$2.6M +$146K +4,699 +6%
PIMG
292
Patriot Investment Management Group
Tennessee
$2.6M +$189K +6,095 +8%
ACP
293
Aveo Capital Partners
Colorado
$2.59M -$27.9K -899 -1%
Betterment LLC
294
Betterment LLC
New York
$2.52M +$640K +20,646 +34%
LWP
295
Laurel Wealth Planning
Minnesota
$2.49M -$47.8K -1,541 -2%
IP
296
Ignite Planners
California
$2.48M +$2.48M +81,527 New
EIM
297
Ervin Investment Management
Washington
$2.48M +$79.7K +2,570 +3%
NB
298
NBT Bank
New York
$2.44M -$635K -20,492 -21%
AO
299
Advisor OS
Illinois
$2.44M +$2.02K +65 +0.1%
NSB
300
Norway Savings Bank
Maine
$2.38M +$46.9K +1,512 +2%
10 11
12
13 14